CRM Success Tips Blog

It was great to see everyone at LMA23, and we hope you had as great of an experience as we did. Topics such as how to use AI effectively and responsibly, and the many new marketing technology services and software offered in our industry further illustrates how our industry continues to evolve and grow, as well as the importance of investing in marketing and business development. I spoke about marketing technology essentials at the LMA Quickstart pre-conference, one of my favorite topics. My co-panelist, Paul Bonner of Venable, and I discussed how to understand the myriad law firm technology products and benefits, key tech terms and concepts, the legal marketing technology ecosystem

In today\'s digital age, the legal industry is not exempt from the transformative influence of technology. As law firms strive to stay ahead in an increasingly competitive landscape, embracing innovative tools and strategies is crucial. One such area that is transforming how law firms are marketing themselves is artificial intelligence (AI). In their recent webinar, Chris Fritsch, Founder of CLIENTSFirst Consulting, & Stefanie Marrone, The Social Media Butterfly & Fractional CMO, explored the intersection of AI and marketing in law firms, and shed light on how it is revolutionizing marketing efforts, helping marketers with content marketing, enhancing client experiences and driving growth. They also covered important issues and concerns that come with

It doesn’t matter how big or small your firm is, if you have employees who have left with whom you want to keep in touch, you should consider creating an alumni relations program. Many firms aren’t investing in creating these programs or the programs they have may not have yielded real ROI quite yet. In this article, Chris Fritsch and Stefanie Marrone explore the benefits of having an alumni relations program and how to create an effective one at your firm. Alumni relations programs provide several important benefits and can help law firms with: Recruiting initiatives – Alumni are an excellent source for identifying and engaging potential recruits. Your alumni are often considered by

Nurturing and growing your client base is essential to the success of your firm and building and integrating your email marketing system with your CRM is an essential way to stay top of mind with your clients and keep your firm running smoothly. When email marketing systems are not connected to a CRM system, serious challenges such as large amounts of duplicate contacts and duplicative data entry can arise. This leads to attorneys and staff wasting time on minor tasks such as entering data into disconnected systems or analyzing disconnected data in order to make important decisions. Because these systems are so entwined, important considerations of one system shouldn\'t be made without

Spring is a time for new beginnings, and what better way to kick off the season than by freshening up your data? Research shows that up to 30% of data degrades each year as people get hired, fired, move jobs - businesses open, close, merge and are being acquired. Without constant attention, this can accumulate into an expensive and frustrating pile of data that is incomplete, duplicative, or incorrect. But in law firms, data quality issues can be exacerbated. Inaccurate or incomplete data can lead to errors, misunderstandings, and ultimately, negative outcomes for clients. This can result in costly legal and reputational consequences for the firm. Think about how inefficient it is

Many firms think once they implement a CRM system, all of their contact management issues will disappear, but alas, that is not the case. CRM is not the answer to all of a firm\'s contact issues, but it will help manage business development functions such as client intake, client scheduling and follow-up, revenue tracking and much more. So much of CRM success has to do with effectively managing people and process issues, as well as expectations of what your CRM can and cannot do. Achieving CRM success can be a difficult task for firms to manage. With more than 70% of CRM implementations failing today, you don\'t want yours to be one

Choosing the right CRM system is not an easy task. There are many options to consider and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in lost time – and credibility. Before deciding on a new CRM, follow these steps to select the right CRM system that meets your requirements, enhances adoption, offers value to your users – and can provide a return on your investment. You don’t often get a second chance to achieve CRM success. This is why it is so critical to select the right CRM system the first time. The good news is CRM

In law firms, time is money, literally, and everyone is incredibly busy leaving them with little or no time to regularly update or fully utilize the CRM system. Lawyers\' highly expensive time isn’t best spent entering or updating contact data. Their time is best spent doing legal work, spending time with clients, developing business and growing relationships. As legal marketing professionals, we must recognize this and come up with different ways to utilize CRM systems to accommodate attorneys\' busy schedules. For more than 15 years, we have served some of the nation\'s top firms helping them increase attorney and stakeholder satisfaction while achieving CRM success. Here are four easy ways you can

We\'ve all heard the saying “an apple a day keeps the doctor away\" and you’re probably wondering what does this have to do with my CRM system. Well, similar to eating apples, it is the little things you do every day that contribute to good health and more importantly CRM success. For example, taking half an hour to train new users at their desks, working with an assistant on formatting a letter, attending a group meeting to better understand how CRM could help attorneys achieve their business development goals, communicating small wins to the entire firm. These little things really do add up.  Here are some little things you can do to